Smith Shellnut Wilson

Registered investment advisor · Ridgeland, Mississippi · CRD #106235

Assets Under Management

$6.9B

Client Accounts

880

Employees

CRD Number

106235

Registration

SEC Registered

Custodian

Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Smith Shellnut Wilson

Smith Shellnut Wilson (SSW) is a registered investment advisor specializing in managing investment portfolios for institutions, financial institutions, and ... Smith Shellnut Wilson, LLC, a wholly-owned subsidiary of b1BANK, is a fee-only, registered investment adviser, specializing in investment management. Investment Adviser Firm Summary. SMITH SHELLNUT WILSON ( CRD # 106235/SEC#:801-49071 ) ... In addition, some investment advisers manage investment portfolios and ...

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Smith Shellnut Wilson

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Smith Shellnut Wilson's AUM?

Smith Shellnut Wilson reports approximately $6.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Smith Shellnut Wilson headquartered?

Smith Shellnut Wilson is headquartered in Ridgeland, Mississippi.

What is Smith Shellnut Wilson's CRD number?

Smith Shellnut Wilson's CRD number is 106235. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.